Presenter: Deborah L. Crawford, gettechnical inc
Date: Wednesday, December 5, 2012
Time: 2:00 - 3:30 pm Central
Many accountholders use trusts to plan for their estate, family, taxes, etc. When opening these special accounts, you need to know about proper documentation, CIP, and account card responsibilities. You must also understand the trustee(s) authority and duties and your credit union’s responsibility and liability. This webinar will cover standard trust-opening procedures and many questions that arise as trusts and accountholder situations change.
What You Will Learn
Who Should Sign Up?
This informative session will be useful for new account representatives, member service representatives, branch administration, branch operations, branch managers, and anyone who opens trust accounts or handles trust transactions.
About the Presenter:
Deborah Crawford is the President of gettechnical inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation. Her 27+ years of experience began at Hibernia National Bank in New Orleans. She graduated from Louisiana State University with both her bachelor’s and master’s degrees.
Debbie specializes in the education of financial institution employees and officers in the area of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.